Next year LED TV market size to see 15 million

EPISTAR chairman Li Bingjie said that the extension of stock problem at the earliest in 2012 to relieve, he stressed that the next LED TV on the permeability of 10%, next year LED TV market on the 15 million, compared with this year about 2000000, a growth of 7 times, the market increase of at least 108 MOCVD extension machine, to achieve the new market demand however, only a substantial contribution to the machine will be worse than expected, resulting in LED there is still not a small gap between supply and demand.

Optimistic about the outside world, the extension factory in tight capacity, is expected to break through or not when fate, prices are steady or slightly higher space, beneficial to enhance the extension of factory gross margin. Li Bingjie pointed out that the crystal is about to discuss with Samsung in November. The outside world is expected, is expected to get a better bargaining chip chips, to help stabilize the supply price of the next year.

Li Bingjie pointed out that the terminal equipment capacity is limited, and machine installation to commissioning was completed in 3 to 6 months, moreover, LED TV certification period takes 6 months, in all sorts of factors limited, high brightness LED may continue to stock, the earliest in 2012 to relieve.

He said that next year, as long as the new machine stationed in April, revenue contribution will fall in the year after, from the manufacturers of new machines can really contribute to the amount of output estimates, the gap reached 40. That is, an increase of 100 units next year, the actual number of MOVCD units in the level of about 70 units.

Li Bingjie pointed out that, without considering the lighting market growth, the light from the LED TV growth rate estimates, estimates the world before 2012 to increase extension station 240 department to pay the market demand. Legal person believes that the LED TV price is still high, whether the next year, such as the expected penetration of all walks of life in one fell swoop upside to 10%, remains to be seen.

Interpretation of the outside world, in the tight supply and demand of LED chips, epitaxial plant is expected to raise the price of new products, to break the fate of not only fall. Crystal electric is a one-year contract agreed in November, Samsung and the market that supply tight atmosphere in LED, has achieved a bargaining chip Lijing electric. In addition, canyuan will also adopt new products, high price, favorable gross margin performance.